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Cresset Asset Management’s iShares TIPS Bond ETF TIP Stock Holding History

Cresset Asset Management’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$921K Sell
8,415
-410
-5% -$45.3K ﹤0.01% 936
2026
Q1 		$974K Buy
8,825
+1,220
+16% +$135K ﹤0.01% 791
2025
Q4 		$836K Buy
7,605
+785
+12% +$87.1K ﹤0.01% 860
2025
Q3 		$759K Buy
6,820
+34
+0.5% +$3.76K ﹤0.01% 854
2025
Q2 		$747K Sell
6,786
-761
-10% -$83K ﹤0.01% 776
2025
Q1 		$838K Sell
7,547
-1,182
-14% -$128K ﹤0.01% 850
2024
Q4 		$930K Sell
8,729
-5,578
-39% -$604K ﹤0.01% 827
2024
Q3 		$1.58M Sell
14,307
-530
-4% -$57.6K 0.01% 930
2024
Q2 		$1.58M Buy
14,837
+803
+6% +$85.4K 0.01% 841
2024
Q1 		$1.51M Buy
14,034
+4,995
+55% +$534K 0.01% 794
2023
Q4 		$972K Sell
9,039
-226
-2% -$23.6K 0.01% 905
2023
Q3 		$961K Sell
9,265
-153
-2% -$16.2K ﹤0.01% 873
2023
Q2 		$1.01M Buy
9,418
+1,012
+12% +$110K ﹤0.01% 942
2023
Q1 		$927K Sell
8,406
-866
-9% -$93.7K 0.02% 358
2022
Q4 		$455K Sell
9,272
-1,060
-10% -$113K 0.01% 438
2022
Q3 		$1.08M Sell
10,332
-1,258
-11% -$142K 0.01% 339
2022
Q2 		$1.25M Buy
11,590
+6,729
+138% +$798K 0.02% 328
2022
Q1 		$606K Buy
4,861
+514
+12% +$64.7K 0.01% 544
2021
Q4 		$562K Buy
4,347
+847
+24% +$109K 0.01% 659
2021
Q3 		$447K Sell
3,500
-406
-10% -$52.3K 0.01% 674
2021
Q2 		$499K Buy
3,906
+306
+9% +$38.9K 0.01% 553
2021
Q1 		$452K Buy
3,600
+135
+4% +$17.1K 0.01% 512
2020
Q4 		$442K Buy
3,465
+157
+5% +$19.8K 0.01% 429
2020
Q3 		$418K Buy
3,308
+183
+6% +$23K 0.01% 413
2020
Q2 		$384K Buy
+3,125
New +$380K 0.01% 392
2019
Q2 		– Sell
-364
Closed -$41K – 1581
2019
Q1 		$41K Sell
364
-435
-54% -$48.3K ﹤0.01% 840
2018
Q4 		$87K Buy
+799
New +$87.2K 0.01% 358

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cresset Asset Management's TIP Position: Q2 2026 in Review

Cresset Asset Management reduced its iShares TIPS Bond ETF (TIP) stake by 4.6% in Q2 2026, selling an estimated $45.3K and leaving 8,415 shares worth $921K. The position accounts for ﹤0.01% of the portfolio, ranked #936.

Cresset Asset Management first reported a position in TIP in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.58M in Q2 2024. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Cresset Asset Management held 8,415 shares of iShares TIPS Bond ETF worth $921K as of Q2 2026.
  • Cresset Asset Management sold 410 iShares TIPS Bond ETF shares in Q2 2026, an estimated $45.3K.
  • iShares TIPS Bond ETF made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #936 holding.
  • Cresset Asset Management first reported a position in iShares TIPS Bond ETF in Q4 2018 and has held it in 27 quarters since.
  • Cresset Asset Management's iShares TIPS Bond ETF position peaked at $1.58M in Q2 2024.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.